Year End Estate Planning Tip #3 – Check Your Mental Disability Plan

Posted on: December 18th, 2014

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is making sure their mental disability plan is up to date.
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Year End Estate Planning Tip #2 – Check Your Beneficiary Designations

Posted on: December 12th, 2014

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is their beneficiary designations....

Year End Estate Planning Tip #1 – Check Your Estate Tax Planning

Posted on: December 5th, 2014

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning. ...